Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AFP offers a wrap fee program where a single fee covers advisory services and custodial transaction costs. The maximum annual fee is 3%. Fees are negotiable and may vary among clients. Third-party managed accounts have fees for the advisor, platform, and manager. Clients may also incur brokerage, investment, and custodial expenses.
Areas of Practice
Advisor Information
Office location
1980 Dominion Way, Suite 202, Colorado Springs, CO, 80918
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alan is the owner of Seabreeze Wealth Management and AMK Financial, Inc, and a trustee for the Delray Beach Fire Department Pension Board. He also owns real estate property through DAZLR, LLC, and dedicates minimal time to each of these activities.